Hamilton Beach Brands Ownership | Who Owns Hamilton Beach Brands?


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Hamilton Beach Brands Ownership Summary


Hamilton Beach Brands is owned by 0.22% institutional investors, 27.94% insiders, and 71.84% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 4.26% of HBB shares. Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund, with 2.45% of its assets in Hamilton Beach Brands shares.

HBB Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockHamilton Beach Brands0.22%27.94%71.84%
SectorConsumer Cyclical Stocks 39.72%14.50%45.78%
IndustryFurnishings, Fixtures & Appliances Stocks 37.10%15.51%47.39%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de589.43K4.26%$9.92M
Blackrock570.26K4.03%$9.80M
Ameriprise financial432.09K3.12%$7.27M
Vanguard group428.73K3.10%$7.22M
Dimensional fund advisors lp394.82K2.85%$6.64M
Pacific ridge capital partners337.06K2.43%$5.67M
Third avenue management297.49K2.15%$5.01M
North star investment management214.20K1.55%$3.60M
American century companies196.72K1.42%$3.31M
Geode capital management161.73K1.17%$2.72M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pacific ridge capital partners337.06K1.30%$5.67M
Third avenue management297.49K0.97%$5.01M
Mork capital management60.00K0.66%$1.01M
Curbstone financial management136.90K0.49%$2.30M
North star investment management214.20K0.25%$3.60M
Navellier & associates26.23K0.05%$441.50K
Bridgeway capital management107.14K0.04%$1.80M
Rbf capital27.51K0.02%$463.04K
1620 investment advisors1.47K0.02%$24.81K
Ritholtz wealth management34.91K0.02%$587.46K

Top Buyers

HolderShares% AssetsChange
Blackrock570.26K0.00%380.51K
Curbstone financial management136.90K0.49%69.25K
State street98.24K0.00%65.00K
North star investment management214.20K0.25%60.75K
American century companies196.72K0.00%35.74K

Top Sellers

HolderShares% AssetsChange
Invesco---130.91K
Azarias capital management---88.61K
Parkwood---49.79K
Ameriprise financial432.09K0.00%-36.87K
O'shaughnessy asset management73.09K0.01%-35.01K

New Positions

HolderShares% AssetsChangeValue
Strs ohio30.60K0.00%30.60K$526.01K
Qube research26.11K0.00%26.11K$439.51K
Susquehanna group, llp10.00K-10.00K$168.33K
Deutsche bank ag\5.21K-5.21K$87.72K
True wealth design25.000.00%25.00$421.00

Sold Out

HolderChange
Capital performance advisors llp-1.00
Northwestern mutual wealth management-1.00
Nisa investment advisors-22.00
Covestor-33.00
Federated hermes-127.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20252-97.59%30,299-99.35%-0.02%1-97.44%--100.00%
Dec 31, 202452-38.82%3,567,612-25.32%252.17%23-50.00%14-26.32%
Sep 30, 20248412.00%4,777,146-0.55%342.98%46-2.13%1820.00%
Jun 30, 202474-1.33%4,735,8095.58%333.27%4711.90%15-6.25%
Mar 31, 20247525.00%4,485,3719.39%313.74%4213.51%16220.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Pacific Ridge Capital Ptnrs Micro Cp Val340.04K2.45%-19.49K
Small Cap Value Select315.99K2.31%315.99K
Columbia Small Cap Value I291.84K2.16%15.62K
Vanguard US Total Market Shares ETF290.58K2.15%-
Columbia Small Cap Value I A291.84K2.13%-
Vanguard Total Stock Mkt Idx Inv262.48K1.92%-
Third Avenue Small Cap Value Composite249.50K1.82%-47.48K
Third Avenue Small Cap Value Instl249.50K1.82%-47.48K
iShares Russell 2000 ETF207.11K1.51%102.00
Avantis US Small Cap Value ETF188.80K1.38%252.00

Insider Transactions Trends


DateBuySell
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q3--
2024 Q2--

HBB Ownership FAQ


Who Owns Hamilton Beach Brands?

Hamilton Beach Brands shareholders are primarily institutional investors at 0.22%, followed by 27.94% insiders and 71.84% retail investors. The average institutional ownership in Hamilton Beach Brands's industry, Furnishings, Fixtures & Appliances Stocks , is 37.10%, which Hamilton Beach Brands falls below.

Who owns the most shares of Hamilton Beach Brands?

Hamilton Beach Brands’s largest shareholders are Blackrock funding, inc. /de (589.43K shares, 4.26%), Blackrock (570.26K shares, 4.03%), and Ameriprise financial (432.09K shares, 3.12%). Together, they hold 11.40% of Hamilton Beach Brands’s total shares outstanding.

Does Blackrock own Hamilton Beach Brands?

Yes, BlackRock owns 4.03% of Hamilton Beach Brands, totaling 570.26K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 9.8M$. In the last quarter, BlackRock increased its holdings by 380.51K shares, a 200.52% change.

Who is Hamilton Beach Brands’s biggest shareholder by percentage of total assets invested?

Pacific ridge capital partners is Hamilton Beach Brands’s biggest shareholder by percentage of total assets invested, with 1.30% of its assets in 337.06K Hamilton Beach Brands shares, valued at 5.67M$.

Who is the top mutual fund holder of Hamilton Beach Brands shares?

Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund holder of Hamilton Beach Brands shares, with 2.45% of its total shares outstanding invested in 340.04K Hamilton Beach Brands shares.

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